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With over twenty years of corporate and small business experience, Jeff focuses on investment management through long term strategies. He also works with small business pension plans and assists holders of employee stock options in exercising and diversifying their holdings.
Jeff is a graduate of Northwestern University (MBA, Kellogg Graduate School of Management) and Northern Illinois University (BS). He is a CERTIFIED FINANCIAL PLANNER professional and holds the following Securities licenses: Series 6, Series 7, Series 24 and Series 63. In addition, he is an Investment Advisor Representative and Registered Representative of InterSecurities, Inc. and is licensed for life insurance sales in Illinois.
Jeff is a past president of the NIU Rockford Club, and currently serves on the Board of Directors and on the Scholarship Committee. He also serves on the NIU College of Business Dean's Board of Executive Advisors, and leads the curriculum committee. Jeff also holds leadership positions in Christ United Methodist Church and is an active member of Kiwanis.